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Tools for driving tasks

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Tools for driving tasks

There are several tools available to drive tasks to completion.

These tools can be run on any table which extends Task.

Approvals

Approvals can be generated to a list of Approvers, either manually or
automatically, according to Approval Rules. Approvals can be incorporated into workflows
or can stand alone. For more information, see Process approvals.

Approvals can be used on tables that do not extend Task.

Assignments

Assignment rules can automatically assign tasks to users or groups,
ensuring that tasks are handled by the most appropriate team members. For more
information, see Defining
Assignment Rules.

Service levels

Service level agreements can track the amount of time that a task has
been open, to ensure that tasks are completed within an allotted time.

Inactivity monitors

Inactivity monitors ensure that tasks do not fall by the wayside
by notifying users when tasks have been untouched for a predefined period of time. For
more information, see Setting Inactivity Monitors.

Workflow

An administrator can specify a specific workflow process to apply to tasks
that meet certain conditions. After a task is created that meets the conditions, the
workflow applies an automated process to the task. The process is defined in the
graphical workflow editor.

Figure 1. Graphical workflow editor

As the process takes place, it updates any field designated as a workflow
field.

Figure 2. Workflow field

Workflows are not specific to the tasks, but there are task-specific Workflow
Activities (such as Task Activities and Approval Activities). For more information, see
Workflow Overview.